Our Team
WMS Advisors
Firm at a Glance
WMS Advisors, LLC is an SEC‑registered investment advisory firm and the successor to Williams Associates, founded in 1976 on a simple philosophy: deliver financial services that meet our clients’ immediate needs while always planning ahead with fresh ideas and forward‑thinking strategies.
As an independent, fee‑based wealth management firm, we take a proactive approach to guiding our clients, with a strong focus on investment management and comprehensive financial planning.
Today, we manage more than $280 million in assets under management*. Our team specializes in serving both active professionals and retired affluent individuals and families. We are committed to building long‑lasting relationships and supporting clients through every stage of life, from individuals and newly married couples to multi‑generation families.
*as of December 31, 2025
Firm History
Dave Williams, founded our predecessor firm, Williams Associates, in Bethesda, Maryland. The original firm focused on accounting and tax services.
Tom MacLennan joined the firm supporting Dave in building out the wealth management division of the firm.
Dave sold Williams Associates (the accounting and tax division), and we rebranded as WMS Advisors, LLC.
Tom relocated to Charlotte, NC and opened a second office of the firm to expand in the growing Carolinas market.
Tom became an equity partner with Dave as the firm continued to grow.
The firm acquired Paschall and Associates, a Gastonia, NC based financial planning and advising firm. This allowed us to add a second location to the Carolinas. Today, the firm continues to grow and expand by servicing clients throughout the United States.